Equisoft/Analyze for advisors
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Add to Project
Survey Summary PDF
RFX Report
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Equisoft/Analyze for advisors
A comprehensive asset allocation and wealth analysis tool.
Analyze for Advisors offers an interactive, configurable or customizable suite that helps advisors grow their business. This industry-leading application includes three advanced modules designed to help advisors save time and build effective, visually compelling wealth management plans for their clients. The Financial Planning module provides financial advisors with a range of comprehensive tools to do in-depth analysis of retirement savings, education savings and insurance coverage needs. The Portfolio Design and Analytics module helps advisors prepare compelling, well-documented proposals and investment policy statements in four easy steps. The Client Portal is a digital, mobile-friendly platform allowing financial institutions and their advisors to leverage “robo” technologies to deliver a secure online experience to their clients. The module addresses many needs ranging from a fully automated solution to a hybrid portal including advisor interaction. All tools are fully customizable and easy-to-use and are designed to create a compliant overview of a client’s current situation and future financial needs.
Key Features
Portfolio design and analytics tools
Helps advisors efficiently prepare compelling, well-documented investment proposals and Investment Policy Statements.
Benefits:
- Helps advisors close sales
- Helps advisors remain compliant
- Helps advisors set appropriate client expectations = client retention
Financial Planning and Insurance Needs Analysis tools
- Retirement needs analysis - Presents asset accumulation/de-cumulation or retirement income views and allows a user to efficiently create alternate scenarios using sliders
- Education needs analysis - Education needs assessment by considering different variables, including child’s current age, expected number of years in school, expected cost of studies
- Insurance needs analysis - Detailed life insurance needs assessment by considering different variables: investor’s current age, expected retirement age, net income, liabilities and existing insurance coverage and the ability to consider assets to be liquidated upon death and liabilities that may already be insured
Benefits:
- Helps advisors "justify" their fees
- Advisors can uncover growth opportunities through "hidden" or off-book assets, cash flow surpluses and insurance coverage shortfalls
Client Portal
Digital, mobile-friendly platform allowing financial institutions and their advisors to leverage “robo” technologies to deliver a secure online experience as flexible as required, ranging from a fully automated solution to a hybrid portal including advisor interaction.
Benefits:
- Automates many of the time-consuming prospecting, data capture, onboarding and servicing tasks usually performed by advisors and support staff.
- Provides another convenient channel for investors to interact with their advisor and/or financial institution resulting in higher client satisfaction and client retention.
Comprehensive Reports
- A html report offering a comprehensive overview of the users analysis comparison.
- A PDF report offering a deep dive into all the different statistics of the users analysis.
Benefits:
- Enhanced advisor value proposition in an environment of increasing fee and regulator sensitivity.
End-to-end solution for wealth management
Benefits:
- Save time and money with a one-stop robust wealth planning solution, eliminating the need to purchase/access multiple systems.
- Advisors can implement a systematic and scalable business model tom increase the value of their practice.
Key Benefits
- Easily configurable "off the shelf" application; the possibility to enable only applicable modules that allow an enterprise to create a unique experience.
- White Labeled version - Product allows for fully customizable front end
- Integration with several 3rd party data feeds as well as integrations with custom data feeds
- Web-based application - available in all browsers, tablet and mobile responsive
- Successful Accessibility implementations - we can assist a client in applying "AA" accessibility to their front-end
- Multilingual and Multi-currency
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